Sequent Planning LLC Spdr Portfolio S&P 500 Value E Transaction History

Sequent Planning LLC

  • $352 Billion
  • Q3 2025

A detailed history of Sequent Planning LLC transactions in Spdr Portfolio S&P 500 Value E stock. As of the latest transaction made, Sequent Planning LLC holds 20,268 shares of SPYV stock, worth $1.14 Million. This represents 0.32% of its overall portfolio holdings.

Number of Shares
20,268
Previous 18,340 10.51%
Holding current value
$1.14 Million
Previous $960 Million 16.82%
% of portfolio
0.32%
Previous 0.3%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 12, 2025
BUY
$52.12 - $55.33 $100,487 - $106,676
1,928 Added 10.51%
20,268 $1.12 Billion
Q2 2025

Aug 14, 2025
BUY
$45.11 - $52.34 $104,745 - $121,533
2,322 Added 14.5%
18,340 $960 Million
Q1 2025

May 13, 2025
BUY
$49.78 - $53.19 $22,699 - $24,254
456 Added 2.93%
16,018 $818 Million
Q4 2024

Feb 11, 2025
SELL
$51.09 - $55.27 $868 - $939
-17 Reduced 0.11%
15,562 $796 Million
Q3 2024

Nov 14, 2024
BUY
$48.51 - $52.86 $755,737 - $823,505
15,579 New
15,579 $824 Million

Others Institutions Holding SPYV

# of Institutions
1,179
Shares Held
475M
Call Options Held
127K
Put Options Held
14.4K
View Full List

About SPDR PORTFOLIO S&P 500 VALUE E

SPYV Quotes by TradingView
  • Ticker SPYV
  • Sector ETFs
  • Industry ETFs
More about SPYV
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